Order Assistant
Assists in submitting an order over the phone.
Last updated
Assists in submitting an order over the phone.
Last updated
The Order Assistant app is a comprehensive tool designed to streamline and automate the ordering process for your customers. This app allows you to create an interactive ordering system, providing an efficient way to manage order placements, confirmations, and updates. The Order Assistant integrates seamlessly with your communication channels to deliver a smooth and hassle-free customer experience.
Phone The Order Assistant takes on incoming order via phone.
The bot requires no extra information to get started.
To adjust the settings for the Order Assistant:
It's essential to assign nodes to variables that you can include in your notes or emails. This allows you to capture specific details throughout the order process and ensure that important information is accurately communicated to customers.
You can assign a node to a variable via the Assign To input field.
Setting up your Send node using the following settings as an example:
| Node | Variable (example) | Details |
|---|---|---|
Ask: name | /name | Asking the customers name |
Ask: date | /birthday | Asking the customers date of birth |
Ask: phone | /phone | Asking the customers phone number |
Send: note/email | Put all your variables into your send node |
When using the example above, you should have something like this:
If you want to know more about variables and how to set them up, please take a look at Variables.
The following roles can be assigned to manage the Flows for the Order Assistant.
Agent
Operator
Producer
Content Manager
The Order Assistant app follows a structured workflow:
Customers place an order via a supported communication channel, interacting with a predefined order menu or options. An order confirmation is sent to the company through the chosen notification channel such as Notes or Email.
